AvePoint, Inc.
AVPT- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001777921
In the last 90 days, AvePoint, Inc. insiders filed 0 open-market purchases and 6 sales; 253 institutions reported holding it in 13F filings for Q2 2026, worth $1.59B in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in AvePoint, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 254
- +20 vs. Q4 2024
- Shares held
- 109.2M
- +7.75M (+7.6%) vs. Q4 2024
- Total value
- $1.58B
- −$97.9M (−5.8%) vs. Q4 2024
- New holders
- 50
- 98 more added
- Sold out
- 30
- 85 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVPT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 253 | $1.59B |
| Q1 2026 | 255 | $1.26B |
| Q4 2025 | 252 | $1.81B |
| Q3 2025 | 240 | $1.90B |
| Q2 2025 | 246 | $2.24B |
| Q1 2025 | 254 | $1.58B |
| Q4 2024 | 238 | $1.70B |
| Q3 2024 | 187 | $1.07B |
| Q2 2024 | 175 | $873.5M |
| Q1 2024 | 139 | $648.3M |
| Q4 2023 | 125 | $674.6M |
| Q3 2023 | 106 | $530.1M |
| Q2 2023 | 101 | $456.5M |
| Q1 2023 | 96 | $313.5M |
| Q4 2022 | 95 | $310.1M |
| Q3 2022 | 95 | $303.2M |
| Q2 2022 | 106 | $333.0M |
| Q1 2022 | 95 | $341.6M |
| Q4 2021 | 78 | $387.1M |
| Q3 2021 | 57 | $213.8M |
| Q2 2021 | 2 | $237.0K |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding AvePoint, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Amalgamated Bank | 4,406 | $64.0K | 0.00% | +15+0.3% | Added |
| Pacer Advisors, Inc. | 4,367 | $63.1K | 0.00% | −42−1.0% | Reduced |
| Quarry LP | 3,831 | $55.3K | 0.01% | +3,651+2,028.3% | Added |
| Principal Securities, Inc. | 2,743 | $45.3K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,915 | $42.1K | 0.00% | −93,892−97.0% | Reduced |
| Clear Street Markets LLC | 2,627 | $37.9K | 0.03% | +2,263+621.7% | Added |
| GAMMA Investing LLC | 2,376 | $34.3K | 0.00% | +422+21.6% | Added |
| Comerica Bank | 2,254 | $32.5K | 0.00% | +74+3.4% | Added |
| Versant Capital Management, Inc | 2,172 | $31.4K | 0.01% | +2,172 | New |
| Quadrant Capital Group LLC | 2,081 | $30.1K | 0.00% | +129+6.6% | Added |
| Heck Capital Advisors, LLC | 1,741 | $25.1K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,735 | $25.0K | 0.00% | +1,735 | New |
| Nisa Investment Advisors, LLC | 1,685 | $24.3K | 0.00% | −940−35.8% | Reduced |
| Advisors Asset Management, Inc. | 1,344 | $19.4K | 0.00% | +1,344 | New |
| National Bank of Canada | 1,337 | $19.3K | 0.00% | −49−3.5% | Reduced |
| Farther Finance Advisors, LLC | 1,016 | $15.0K | 0.00% | +964+1,853.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 819 | $12.4K | 0.00% | +819 | New |
| Lindbrook Capital, LLC | 850 | $12.3K | 0.00% | +29+3.5% | Added |
| Optiver Holding B.V. | 832 | $12.0K | 0.00% | +832 | New |
| Matrix Trust Co | 830 | $12.0K | 0.00% | +830 | New |
| MCF Advisors LLC | 825 | $11.9K | 0.00% | +74+9.9% | Added |
| Rise Advisors, LLC | 597 | $8.62K | 0.00% | +597 | New |
| Signaturefd, LLC | 488 | $7.05K | 0.00% | +202+70.6% | Added |
| Smartleaf Asset Management LLC | 422 | $6.17K | 0.00% | +32+8.2% | Added |
| Massmutual Trust Co FSB | 398 | $5.75K | 0.00% | +398 | New |
| Amundi | 374 | $5.34K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 360 | $5.31K | 0.00% | −2−0.6% | Reduced |
| Washington Trust Advisors, Inc. | 284 | $4.10K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 275 | $3.97K | 0.00% | +60+27.9% | Added |
| The PNC Financial Services Group, Inc. | 257 | $3.71K | 0.00% | +202+367.3% | Added |
| Private Wealth Management Group, LLC | 173 | $2.50K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 150 | $2.17K | 0.00% | +20+15.4% | Added |
| Bessemer Group Inc | 115 | $2.00K | 0.00% | −10−8.0% | Reduced |
| Sterling Capital Management LLC | 137 | $1.98K | 0.00% | +8+6.2% | Added |
| GWM Advisors LLC | 126 | $1.82K | 0.00% | +116+1,160.0% | Added |
| Toth Financial Advisory Corp | 120 | $1.73K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 118 | $1.70K | 0.00% | +118 | New |
| Huntington National Bank | 112 | $1.62K | 0.00% | +112 | New |
| Bellevue Asset Management, LLC | 108 | $1.56K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 90 | $1.42K | 0.00% | +48+114.3% | Added |
| EverSource Wealth Advisors, LLC | 86 | $1.24K | 0.00% | +17+24.6% | Added |
| Bell Investment Advisors, Inc | 85 | $1.23K | 0.00% | +29+51.8% | Added |
| Parkworth Wealth Management, Inc. | 70 | $1.01K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 63 | $910 | 0.00% | +13+26.0% | Added |
| Larson Financial Group LLC | 63 | $910 | 0.00% | +63 | New |
| Fifth Third Bancorp | 57 | $823 | 0.00% | −53−48.2% | Reduced |
| Stephens Consulting, LLC | 50 | $722 | 0.00% | +50 | New |
| WealthTrak Capital Management LLC | 25 | $361 | 0.00% | +25 | New |
| Hexagon Capital Partners LLC | 19 | $274 | 0.00% | +19 | New |
| Skopos Labs, Inc. | 17 | $246 | 0.00% | −31−64.6% | Reduced |
| IFP Advisors, Inc | 15 | $217 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $72 | 0.00% | −9,992−99.9% | Reduced |
| Coldstream Capital Management Inc | 4 | $58 | 0.00% | +4 | New |
| Hantz Financial Services, Inc. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| S Squared Technology, LLC | 0 | $0 | 0.00% | −572,000−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −377,301−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −179,100−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −128,550−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −51,818−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −50,249−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −44,851−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −33,422−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −30,865−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −27,497−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −27,331−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −25,964−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −24,259−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −23,959−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −22,791−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −22,202−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −21,188−100.0% | Sold out |
| MIG Capital, LLC | 0 | $0 | 0.00% | −18,926−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −17,651−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −15,966−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −15,149−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,635−100.0% | Sold out |
| Southland Equity Partners LLC | 0 | $0 | 0.00% | −11,961−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −11,416−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −2,735−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −2,398−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| EDBI Pte Ltd | – | – | – | – | Not filed |
| Caxton Associates LP | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |